Qualcomm in talks to acquire Modular for $4B

Launched AI data center program with a major hyperscaler customer for inference workloads.

AMD provides $3.6M MI355X cluster access to vLLM and SGLang maintainers

Launched PCIe-based GPU for AI workloads targeting existing servers

Initial shipments of custom hyperscaler silicon expected

Acquisition of Alphawave for custom ASIC capabilities

Custom silicon deal with unnamed hyperscaler, shipments expected December 2026

Dedicated CPU for agentic AI revealed

AMD joins as a founding member of the UALink Consortium to challenge NVIDIA's NVLink dominance.

AMD's AI Group published a detailed GitHub analysis of Claude Code's behavior, analyzing 17,871 thinking blocks and 234,760 tool calls.